In QuotaPath, Admins can easily view plans, earnings, attainment, deals and payouts for a member in a single, consolidated view. You can also manage a member's compensation by viewing open tasks to take quick action on outstanding approvals, flags or owed payouts.
You can navigate to the member's details by either searching for the user, going to the Members page in Settings, or clicking the hyperlinked member name anywhere in the application.
Search for Member
Go to the search bar in the top hand navigation and enter in the member's name. Click the member's name to navigate to the member's details.
Navigate to Members in Settings
Click Settings in the left hand navigation, and then go to Members. Click the member's name to navigate to the member's details.
Click Member Name
While on the plans, earnings, deals or other pages, click the member's hyperlinked name to navigate to the member's details.
After reaching the member's details, here's a summary of the information at the top:
Member's Profile: Name, title, email
Member's Team: List of Teams
Tasks: List of open tasks including deal approvals, discrepancies, flags and owed payouts for select time frame
Time Frame filter for Tasks: Filter Tasks by Month, Quarter or All time
Edit Member Details: Click to edit the member's profile including name, email, title and currency as shown below:
Below the Tasks in the member's detail view, you'll see the following information:
Time Frame filter for Insights: Filter cards by Month, Quarter, Year, Custom or All time
Total Earnings: Displays total closed/won earnings based on time frame filter
Approved Earnings: Displays total approved earnings based on time frame filter
Total Closed/Won Deals: Displays total # of closed/won deals based on time frame filter
Earnings Over Time: Displays earnings over time. Navigates to Earnings page.
Payouts Summary: Displays summary of owed, eligible, overpaid and paid payouts. Navigates to “All Owed” tab in Payout.
Attainment: Displays attainment path cards. Navigates to Attainment page.
Attainment Card Scroll: Navigates between attainment path cards.
Below the member compensation insights, you'll see the following information:
Pipeline: List of pipeline deals based on time frame filter (same filter as insights)
Deal: Navigates to deal details
View all earnings: Navigates to earnings page
Last, at the bottom of the page, you will see the following information:
Plans: List of current plans
Plan Filter: Filter defaults to 'current' plans
Go to plans: Navigates to Plans page